Planned Giving

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Here are some examples of planned giving:

An easy way to support the End Alz Association is to name the End Alz Association as a beneficiary of your bank accounts, brokerage accounts, certificate of deposits, retirement accounts, and life insurance. This is easy to do. All you have to do is contact the institution where the account is held and let them know you would like to update your beneficiaries. They will make the changes or provide you with the forms needed to make the change.

A Last Will and Testament or a Trust allows you to provide for your loved ones and the causes you care about. You can leave a specific dollar amount or a percentage of your estate to the End Alz Association. Here is an example of what you need to include when drafting or updating your will or trust: 

• I hereby give __________ (insert specific dollar amount or percentage) to the End Alz Association (EIN 82-4418584), currently located at 603 Seagaze Dr. #1093, Oceanside, CA 92054.

Both of the above options involve waiting until you have passed away to make a gift to the End Alz Association. You may be able to make a gift right now, directly from your IRA - Individual Retirement Account - and enjoy a tax savings. A Qualified Charitable Distribution allows your donation to make a difference right away.

If you are 70-1/2 or older, you can give up to $100,000 per year from your IRA directly to the End Alz Association without having to pay income taxes on the distribution and your gift may satisfy your required minimum distribution.

• Simply provide our name, address, and EIN to the financial institution that manages your IRA: End Alz Association (EIN 82-4418584), 603 Seagaze Dr. #1093, Oceanside, CA 92054.

As always, our Donor Support Team is here to help you. Please complete the form below and a member of our Donor Support Team who specializes in estate planning will contact you to answer your questions. 

Thank you in advance for your generous gift. We appreciate your support.

*The information presented here is for general educational purposes and is not intended to be a substitute for professional legal, tax, or estate planning advice. Please consult your tax advisor and estate planning attorney to discuss your unique situation prior to making any withdrawal, distribution, or gift.